Relationship Manager - Akron, OH
Company: Trinity Pension Consultants
Posted on: January 7, 2021
Do you want to utilize your skills for building and fostering
relationships? Do you want to work for a growing company in an
expanding business market? Are you effective at communicating,
building relationships and presenting technical information? Then
we want to talk to you!
Who We Are:
Trinity Pension Consultants, Inc. is a leading regional,
independent and non-producing Third-Party Administration firm
located in Akron, Ohio and has regional offices in Columbus, OH,
Cincinnati, OH, Louisville, KY, and Indianapolis, IN. Trinity
collaborates with retirement plan sponsors and their associated
financial professional in delivering a highly effective
administration and compliance solution for their employer sponsored
What Our Relationship Managers are responsible for:
Log all email, phone and meeting activities.
Follow up on items necessary to complete annual administration and
Participate and assist with onboarding new clients.
Effective dashboard management.
Collaborate with other departments, including partnering with sales
regarding internal sales opportunities.
Answer emails with calls.
Follow and enforce service standards.
Explain, in a clear manner, to Plan Sponsors and Financial Advisors
the various aspects of administration and compliance.
Proactively communicate with Financial Advisors, CPAs and Plan
Conduct face-to-face meetings with Plan Sponsors and their
associated Financial Advisor.
Anticipate client questions and problems and work toward solutions
that are technically clear and accurate.
Be able to read, understand and interpret client reports.
Communicate complex pension concepts in a simple manner.
Scrub book of business for internal sales opportunities and
collaborate with Sales.
Manage Client expectations relative to Trinity Service
Stay abreast of industry trends, market and competitors.
Who You Are:
Dedication to keeping the business is a must!
Ability to manage office functions efficiently, organize work,
establish priorities and maintain good interpersonal
Be able to learn, apply and explain new technical knowledge in a
Possess outstanding communication and computer/software skills, and
demonstrate trustworthiness, adaptability and
Challenger: You dig into Plan Sponsor responses with more questions
to get to the actual why. You're not afraid to re-frame the way
Plan Sponsors and Financial Advisors think with a consultative
Listener: You listen to every word a Financial Advisor and Plan
Sponsor tells you, knowing you can later use this information to
proactively provide consultative solutions that meet their goals
Strong Communicator: You take key findings from the Financial
Advisor and Plan Sponsor interactions and communicate it back to
the Trinity Pension Consultants team to improve strategy, systems,
Possess a relentless pursuit to be successful.
3 - 5 years of Relationship Management experience with qualified
Experience in building and maintaining client
Excellent verbal and written communication and listening
Proficient computer / software skills, including MS Office (Word,
Discipline and drive to stay focused and motivated with limited
Effective time management and organization capabilities with a
focus on delivering superb client experience.
ASPPA QKA required or willing to attain; maintain ASPPA
Possess a dependable vehicle, valid driver's license, and an
acceptable driving record.
Why Join Our Team?
The opportunity for building relationships; not one-time
Work on challenging and interesting problems, and strive to do the
right thing, the right way and continually improve.
We are a true partner to our clients.
Our team is constantly learning, both individually and as an
organization, and truly value hearing our team member's unique
perspectives, insights, and opinions.
We are a growing business with development and upward mobility
We encourage a strong partnership between managers and team members
that ensures high performance and continuous professional and
We strongly believe in promoting from within, and always look first
to our internal talent for open opportunities.
In return, Trinity Pension Consultants offers:
Salary dependent on experience
Paid Time Off (PTO)
401(k) retirement plan
Medical, Dental, Vision, H.S.A. effective Day 1
Life Insurance, LTD, STD
We are an Equal Opportunity Employer and do not discriminate
against any employee or applicant for employment because of race,
color, sex, age, national origin, religion, sexual orientation,
gender identity and/or expression, status as a veteran, and basis
of disability or any other federal, state or local protected
Keywords: Trinity Pension Consultants, Akron , Relationship Manager - Akron, OH, Executive , Akron, Ohio
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